Founders Financial Securities’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Buy
3,758
+154
+4% +$12.7K 0.02% 409
2025
Q1
$275K Buy
+3,604
New +$275K 0.02% 400
2024
Q3
Sell
-3,618
Closed -$263K 441
2024
Q2
$263K Buy
+3,618
New +$263K 0.02% 370